Lifestyle Asset Management’s NextEra Energy NEE Stock Holding History

Lifestyle Asset Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$308K	Sell	3,514 -149	-4%	-$13.5K	0.08%	113
2026 Q1	$340K	Buy	3,663 +255	+7%	+$22.7K	0.11%	103
2025 Q4	$274K	Buy	3,408 +95	+3%	+$7.87K	0.09%	120
2025 Q3	$250K	Buy	+3,313	New	+$242K	0.09%	122
2023 Q3	–	Sell	-2,967	Closed	-$220K	–	98
2023 Q2	$220K	Sell	2,967 -43	-1%	-$3.25K	0.13%	76
2023 Q1	$232K	Buy	3,010 +457	+18%	+$35.1K	0.16%	62
2022 Q4	$213K	Buy	+2,553	New	+$206K	0.17%	65

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Lifestyle Asset Management's NEE Position: Q2 2026 in Review

Lifestyle Asset Management reduced its NextEra Energy (NEE) stake by 4.1% in Q2 2026, selling an estimated $13.5K and leaving 3,514 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #113.

Lifestyle Asset Management first reported a position in NEE in Q4 2022 and has held it in 7 quarters since. The position peaked at $340K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Lifestyle Asset Management held 3,514 shares of NextEra Energy worth $308K as of Q2 2026.
Lifestyle Asset Management sold 149 NextEra Energy shares in Q2 2026, an estimated $13.5K.
NextEra Energy made up 0.08% of Lifestyle Asset Management's portfolio in Q2 2026, its #113 holding.
Lifestyle Asset Management first reported a position in NextEra Energy in Q4 2022 and has held it in 7 quarters since.
Lifestyle Asset Management's NextEra Energy position peaked at $340K in Q1 2026.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.